PYMORT: Longevity-Bond Pricing Engine

Actuarial Science Longevity Risk Bond Pricing Mortality Models

Overview

Develop a sophisticated longevity-bond pricing engine that models mortality risk and prices longevity-linked securities. This project combines actuarial science with advanced financial mathematics.

What You’ll Build

A comprehensive pricing engine that:

  • Models mortality rates and longevity trends
  • Prices longevity bonds and derivatives
  • Implements stochastic mortality models
  • Provides risk analysis and scenario testing

Key Learning Objectives

  • Mortality Modeling: Understand demographic and actuarial concepts
  • Financial Mathematics: Apply advanced pricing methodologies
  • Stochastic Processes: Implement time-series models for mortality
  • Risk Management: Quantify and analyze longevity risk

Core Features to Implement

Mortality Models

  • Lee-Carter mortality model
  • Cairns-Blake-Dowd model extensions
  • Stochastic mortality projections
  • Cohort effect modeling

Pricing Engine

  • Longevity bond valuation
  • Survivor swap pricing
  • Mortality derivative instruments
  • Risk-neutral measure calibration

Analysis Tools

  • Scenario analysis and stress testing
  • Sensitivity analysis to model parameters
  • Risk metrics and hedging strategies
  • Visualization of mortality surfaces

Technical Challenges

  • Model Calibration: Fit complex stochastic models to historical data
  • Numerical Methods: Implement advanced mathematical algorithms
  • Data Quality: Handle incomplete and noisy mortality data
  • Performance: Optimize computationally intensive calculations

Domain Knowledge Required

  • Basic understanding of mortality and life tables
  • Financial mathematics and bond pricing concepts
  • Stochastic processes and time series analysis
  • Statistical modeling experience helpful

Assessment Focus

  • Mathematical Rigor: Correct implementation of complex models
  • Model Validation: Proper testing against known results
  • Innovation: Creative approaches to longevity modeling
  • Practical Application: Tools useful for practitioners

Getting Started

  1. Study mortality modeling fundamentals and literature
  2. Review longevity bond structures and market examples
  3. Explore the template for mathematical framework
  4. Understand demographic data sources and formats

Resources

  • Actuarial science textbooks on mortality
  • Academic papers on longevity bond pricing
  • Mortality databases (HMD, HFD)
  • Financial mathematics references

Tackle one of the most challenging problems in actuarial finance with this cutting-edge project.

Technologies Used

Python 3.10+ Mathematical modeling Financial mathematics Mortality modeling